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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,971 | $344,842-67.8% | $334,005-66.8% | $339,457-67.3% |
| Participation rate | 100.0% | 51.6%+48.4pp | 43.7%+56.3pp | 43.9%+56.1pp |
| Annual return | 8.14% | 10.02%-1.9pp | 9.82%-1.7pp | 13.05%-4.9pp |
| Employer contribution / active EE | $7,143 | $31,894-77.6% | $30,304-76.4% | $37,651-81.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $1,029 | $60,407-98.3% | $53,840-98.1% | $31,074-96.7% |